Trustees’ Annual Report for the period
From 1 April 2021 To 31 March 2022
Charity name: The National HIV Story Trust
Charity registration number: 1185923
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | • The advancement of education for the public benefit in the subject of the HIV/aids epidemic of the 1980s and 1990s by making available recordings of first-hand testimony of persons affected by the HIV/aids epidemic and other related educational resources and materials in order to improve the knowledge and understanding of such persons’ experiences and HIV/aids. • To promote and protect the health of persons affected by HIV/aids by the provision of grants and donations to charities or charitable organisations providing care and support for such persons. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The aims of our charity are to preserve the history of the HIV/AIDS pandemic, remembering the stories of tragedy but also those of love, compassion and humanity. The lessons from the pandemic remain as pertinent today as they did in the 80s/90s. The NHST hopes the 100+ interviews filmed with survivors and victims’ families, partners and medical professionals, will be a voice for those who didn’t survive, a chance to honour those who did, and an education for those who live so freely today because of this generational struggle. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The delivery of this plan ensures that the charity is aligned with guidance issued by the Charities Commission on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | We review our aims, objectives and activities each year, as well as holding regular trustee meetings to review any ongoing expenditure and new activity. This review looks at what we achieved and the outcomes of our work in the previous 12 months. The review looks at the success of each key activity and the benefits they have brought to those groups of people we are set up to help. The review also helps us ensure our aim, objectives and activities remained focused on our stated purposes. We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set. The Focus of our work Our main objectives for this year have been to continue to use the archive of 100+ interviews with people whose lives have been affected by HIV/Aids, to create |
| education opportunities. The strategies we |
|---|
| have used to meet these objectives |
| included: |
| Transcribing over 150 hours of interviews to |
| increase the usability and access to our |
| filmed archive |
| • Working with the London Metropolitan |
| Archives to help secure National Lottery |
| Heritage Funding, to support the |
| development of an archive focused on |
| HIV, built on the foundation of our filmed |
| interviews |
| • Undertake a programme of educational |
| seminars, to provide evidence of how our |
| work could be used to add to the PHSE |
| curriculum in schools |
| To place regular op-ed pieces into |
| publications to explain the importance of not |
| forgetting the story of HIV/Aids |
| • Partnering with the arts to find new ways |
| to tell the wide range of diverse stories |
| that we have recorded |
| Preparing to compile and publish our first |
| book – a chance to present a new, 360 |
| degree, view of the 40 year history of HIV |
| How our activities deliver public benefit |
| Our main activities are based on ensuring |
| the stories we have collected are not lost or |
| forgotten, we are there to support people |
| whose lives have been affected by HIV, and |
| we hope that a chance to share experiences |
| will also prove helpful for them. For young |
| people we are keen to ensure that a subject |
| that had so much impact in the 80s and 90s, |
| is explained through personal testimony and |
| that future generations learn that the |
| freedoms and society we have today, came |
| in part through tough times and much |
| sacrifice. |
| Who used and benefited from our services? |
| Our educational objects, mean that we have |
| focused on three main groups. Students, |
| both in secondary and higher education, |
| people interested in the arts, and a wider |
| population of people aware of the history of |
| HIV/Aids, but who want to learn more. |
| Due to our financial limitations (caused by |
the Covid pandemic limiting our ability to raise additional funds) we have undertaken out reach into a limited number of schools, as part of a pilot programme to gather data for own Heritage lottery bid. This has been challenging through the various lockdowns but has resulted in us in engaging with well over a thousand young people (secondary to sixth form), many of who were unaware of the recent social history that is the story of HIV in the UK. We have also been able to poll data from both the students and teachers, which has confirmed the value of our work and our aims for next year will be to increase our ability to run these events. The importance of the transcripted archive has become increasingly apparent, particularly for students in higher degree level (MA, Msc and PHD) studies. Access is requested several times per month - although we are not currently promoting thisand given the sensitive nature of our archive we have needed detailed and accurate transcription as we undertake the process of legal compliance before making the widest archive of material available. The arts have clearly been associated with both our subject matter and our aims since the beginning of the AIDS pandemic, but through helping with the development of the storylines in a new play ‘Moment of Grace’ and then providing technical expertise to help turn a stage play into a stream-able performance, we were able to help present this theatre piece to a global audience. Plans for future periods Despite many achievements and a lot of activity in the area of our charitable objects, 2022 ended in great sadness for the NHST with the sudden death in November of Chris Sandford, our Director of Education. Chris was a tireless worker for the NHST and dedicated member of our management committee, and whilst reflecting on our accomplishments as a charity it would be wrong not to start by paying tribute to Chris and the huge contribution that he made to our work. Whilst still wholly operating with volunteers and through the support of our donors, both private and commercial, the NHST started the year with a number of key objectives and
a clearly formulated strategic business plan that we are proud to have delivered. Our education focus has been to undertake seminars and webinars to Higher Education Institution groups and groups of professionals in predominantly medical fields, these were written and presented by the late Chris Sandford. Through the process of application for a National Lottery grant we have sought to identify community groups (other than schools) for inclusion in a future outreach programme and looked at increasing our recruitment of regional speakers and presenters. In the digital space, we undertook a rebrand of our look and feel, with the intention to help differentiate us from other HIV charities. We wanted our website to be a place that reflected that the stories we have filmed and shared have many aspects, both emotional and inspirational. Our new website launched in September and was showcased within the programme at the annual Stonewall event, thanks to the support of a generous donor. Alongside a new digital presence, we utilised the google-ads charity programme, increasing our reach and recognition. In line with our charity requirements, and with the agreement of our trustees we undertook a limited number of additional filmed interviews helping to complete parts of our archive that were missing or underrepresented. Alongside politicians (such as Edwina Curry) and campaigners (Ash Kotak), we felt very honoured to be chosen by two contributors, one a mother who lost her daughter, the second an HIV survivor who brought a considerable photo collection to add to our growing archive. In terms of the work that is being undertaken to make our full archive available to the general public, the NHST supported funding to the London Metropolitan Archive, has already meant that first test batch of interviews has been trialled, and by early 2023 this will be launched with nearly 100 interviews being fully coded, meta data attached and available on request. This work was accelerated thanks to the NHST receiving grant funding to compile accurate cross-checked transcripts of our filmed interviews.
A key area where wanted to expand our storytelling in 2022 was through audio, both in terms of creating an audio version of our book – Love, Loss and Life, and through the creation of podcasts that would deliver stories in short sharp segments. We were thrilled that the acclaimed actress Anita Dobson supported our aims, and kindly gave her time to record the narration for the audiobook, as well as supporting our launch. From a communications perspective 2022 has seen our activity grow exponentially and in turn this has increased our reach, often to audiences who know little about HIV, with pieces in the Times, Attitude and various print publications. Bringing on a new Director of Media halfway through the year enabled us to explore new avenues for talking about our work. This manifested in a unique collaboration with the online media company LADbible in the run up to, and in the weeks following, World AIDS Day. LADbible's unparalleled reach not only meant our content and messaging were seen by well over 1.5 million people, delivering a media value that would have been close to £150k, it crucially allowed us to reach audiences and demographics that we would have struggled to reach organically, including their SPORTbible audience. Our planned conference, HIV and Ageing, did not take place as hoped, mainly due to the withdrawal of a key funding partner, our aim is to revisit this in 2023, hoping we might be able to undertake the conference in 2024.
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set
Para 1.41 Investment performance against objectives Other
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Principal Funding Sources In terms of funding, the fallout from Covid, meant that although we grew several new sources of income, we were not able to undertake all of our fundraising plans. We did however continue to work with several key partners, such as Gilead and The Terrence Higgins Trust, and we have also forged new links with organisations such as Stonewall and Viiv, as we explore fundraising opportunities moving forward. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity has free reserves of £24,037 at 31 March 2022 (2021: £6,838) which has been calculated as the total funds of the charity less restricted funds. At 31 March 2022, the charity had restricted funds of £5,148 (2021: £8,580). The charity needs free reserves for its ongoing operations and the trustees are satisfied with the level held. |
| Amount of reservesheld | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Despite the Covid-related funding setbacks, we have no concerns with regards to the charity as an ongoing concern and remain well-funded to cover our operational costs. Indeed we have set new plans in motion to increase our funding in order to expand our educational and educational media- production activities; our new Director of Media is key to this. |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed,royalcharter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g. unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | New trustees are interviewed by a panel of trustees and appointed where they have the necessary skills to contribute to the Charity’s governance and strategic development. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational Para 1.51 structure and any wider
| network with which the charity works |
||
|---|---|---|
| Relationship with any related parties |
Para 1.51 | Before registering as a charity, the activities of the charity were conducted through a limited company, Two Point Zero Ltd, a company not intended to be profit-making. Trustees Paul Coleman and Nicholas Thorogood were directors of the company. The company incurred costs conducting interviews. These were originally paid by a director unconnected to the charity but Nicholas Thorogood made a loan to the company of £16,000 to repay the departing director. When the charity was registered, the rights of the interviews were transferred to the charity along with the debt and the company was dissolved. The repayment of the loan from Nicholas Thorogood is not constrained by any time period and at 31 March 2022 stands at £14,621. In the year ended 31 March 2022 the Trust reimbursed 5 Trustees a total of £1,259 for expenses paid by them. These costs were for postage, travel, entertainment and advertising. No other Related party transactions took place in the year. |
| Other |
Reference and Administrative details
| Charity name | The National HIV Story Trust |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1185923 |
| Charity’s principal address | 13 York Villas Brighton BN1 3TS |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Office (if any) | Dates acted if not for whole year |
Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|---|---|---|
| Kevin Watson | |||||||
| Nicholas Thorogood |
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| Erica Piennar | |||||||
| George Ruiz | |||||||
| Janet Pimblett | |||||||
| Julian Ingle | |||||||
| Paul Coleman | |||||||
| Dan Costen | |||||||
| Corporate trustees–names of the directors at the date the report was approved Director name |
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| Director name | |||||||
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Independent examiners |
Price Bailey LLP | Anglia House, 6 Central Avenue St Andrews Business Park Thorpe St Andrew Norwich Norfolk NR7 0HR |
| Bankers | NatWest Bank Plc | 27/28 St Peter’s Hill Grantham Lincs NG31 6QG |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Nick Thoro ood g Full name(s) Nicholas Thorogood (Jan 31, 2023, 2:57pm) Nicholas Thorogood Position (eg Secretary, Trustee Chair, etc) Date 31 Jan 2023
Independent Examiner's Report to the Trustees of The National HIV Story Trust
I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2022 which are set out on pages 134 to 15.
Responsibilities and basis of report
As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the charity as required by section 130 of the Act; or
-
the accounts do not accord with those records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Signed:
Helena Wilikinson FCA DChA
Price Bailey LLP
Anglia House, 6 Central Avenue
St Andrews Business Park
Thorpe St Andrew
Norwich
Norfolk
NR7 0HR
Charity Name No (if any) The National HIV Story Trust 1185923 Receipts and payments accounts CC16a
For the period Period start date Period end date To from 01-Apr-21 31-Mar-22
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 2,411 40,000 9,084 - - - - - 51,495 - - - 51,495 - 121 21,225 - - - - - 7,715 1,377 730 479 126 713 1,767 43 - 34,296 - - - 34,296 17,199 - 6,838 24,037 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - 90 839 - - - - - - 768 1,716 19 - - - - - 3,432 - - - 3,432 - 3,432 - 8,580 5,148 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 2,411 40,000 9,084 - - - - - 51,495 - - - 51,495 - 211 22,064 - - - - - 7,715 2,145 2,446 498 126 713 1,767 43 - 37,728 - - - 37,728 |
Total funds to the nearest £ 2,411 40,000 9,084 - - - - - 51,495 - - - 51,495 - 211 22,064 - - - - - 7,715 2,145 2,446 498 126 713 1,767 43 - 37,728 - - - 37,728 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations | 2,411 | 1,982 | ||||
| Grant income | 40,000 | 42,214 | ||||
| Tradingincome | 9,084 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
51,495 | 44,196 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
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| 44,196 | ||||||
| Consultancy | - | 21,534 | ||||
| Web hosting& computer software | 121 | 215 | ||||
| Legal &professional and Insurance | 21,225 | 934 | ||||
| Charitable donations | - | 4,500 | ||||
| Subscriptions | - | 167 | ||||
| Bank charges | - | 29 | ||||
| Volunteer expenses | - | 20 | ||||
| Costs of interviews | - | 1,379 | ||||
| Office Equipment | 7,715 | - | ||||
| Advertising | 1,377 | - | ||||
| Postage | 730 | - | ||||
| Books andjournals | 479 | - | ||||
| Travel | 126 | - | ||||
| Staff training | 713 | - | ||||
| Book launch | 1,767 | - | ||||
| Bank charges | 43 | - | ||||
| - | - | |||||
| **Sub total ** | 34,296 | 28,778 | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 28,778 | ||||||
| 17,199 | - 3,432 | - | 13,767 | 15,418 | ||
| - | - | - | - | - | ||
| 6,838 | 8,580 | - | 15,418 | - | ||
| 24,037 | 5,148 | - | 29,185 | 15,418 |
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Loan Details Details Cash at bank Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds to nearest £ 16,060 - - |
Unrestricted funds to nearest £ 16,060 - - |
Restricted funds to nearest £ 8,580 - - 5,148 |
Endowment funds to nearest £ |
|---|---|---|---|---|---|
| 16,060 | 8,580 | - | |||
| - | - | - | |||
| - | - | - | |||
| 24,037 | 5,148 | - | |||
| OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) Unrestricted 14,621 - - - - Print Name Nicholas Thorogood |
OK | OK | |||
| Endowment funds to nearest £ |
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| - | |||||
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| - | |||||
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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| Nick Thorogood | Nicholas Thorogood | 31 Jan 2023 | |||
| Nicholas Thorogood (Jan 31, 2023, 2:57pm) |
Issuer Price Bailey LLP Document generated Tue, 31st Jan 2023 9:41:05 UTC Document fingerprint 482f9c197725fc2e0da70ec4be869687
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Tue, 31st Jan 2023 14:57:18 UTC Nicholas Thorogood - Signer (16b785af39c43ce4141d938fb580d8b7) Audit history log Date Action Tue, 31st Jan 2023 14:57:21 UTC Nicholas Thorogood viewed the envelope. (185.69.145.144) Tue, 31st Jan 2023 14:57:18 UTC The envelope has been signed by all parties. (185.69.145.144) Tue, 31st Jan 2023 14:57:18 UTC Nicholas Thorogood signed the envelope. (185.69.145.144) Tue, 31st Jan 2023 14:56:01 UTC Nicholas Thorogood viewed the envelope. (185.69.145.144) Tue, 31st Jan 2023 14:55:56 UTC Nicholas Thorogood opened the document email. (172.226.0.6) Tue, 31st Jan 2023 11:06:44 UTC Nicholas Thorogood opened the document email. (172.225.116.5) Tue, 31st Jan 2023 9:44:26 UTC Document emailed to kevin.watson@nhst.org.uk (13.40.144.150) Tue, 31st Jan 2023 9:44:26 UTC Sent the envelope to Nicholas Thorogood (kevin.watson@nhst.org.uk) for signing. (5.148.19.153) Tue, 31st Jan 2023 9:42:33 UTC Automatic reminders for this envelope have been set to occur every 1 days (5.148.19.153) Tue, 31st Jan 2023 9:42:02 UTC Nicholas Thorogood has been assigned to this envelope (5.148.19.153) Tue, 31st Jan 2023 9:41:29 UTC Document generated with fingerprint d5bbe2fae4947b60a58bc422d6a28ff1 (5.148.19.153) Tue, 31st Jan 2023 9:41:19 UTC Document generated with fingerprint 482f9c197725fc2e0da70ec4be869687 (5.148.19.153) Tue, 31st Jan 2023 9:41:05 UTC Envelope generated by Tracey Woolnough (5.148.19.153)